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ProPricer Ideas Portal
Status Future consideration
Workspace BOE Pro
Created by Guest
Created on May 29, 2025

Task Totals on the Estimates View

Feature Request: Task Totals on the Estimates View

Summary:
Add the ability to display a calculated total for each task in a PBS directly on the Estimates View. This will give users an immediate, roll-up view of task-level effort or cost without needing to export or manually aggregate data elsewhere.

Problem Statement:
Currently, users cannot easily see the total for each WBS task on the Estimates View. To understand task-level totals, they must manually sum underlying estimate lines or export data to an external tool (e.g., Excel). This process is time-consuming, prone to calculation errors, and makes it difficult to quickly validate estimates or compare tasks during planning and review sessions.

Proposed Solution:
Display a “Task Total” value for each PBS task row on the Estimates View.
Support configurable basis for the total (e.g., total hours, cost, or another primary estimate metric, aligned with existing estimate configuration).
Automatically roll up all underlying estimate items associated with the task into the displayed total.
Update totals in real time as estimate values change, ensuring the view always reflects the latest data.
Respect existing filters and groupings on the Estimates View so that totals remain accurate and context-aware.
Optionally provide a tooltip or drill-down interaction so users can see which underlying line items contribute to the displayed total.

Benefits:
Reduces manual calculation effort and eliminates the need to export data for basic roll-up analysis.
Improves accuracy by relying on system-calculated totals instead of manual summations.
Enables faster, more informed decision-making during estimating, review, and what-if analysis.
Provides clearer visibility into task-level effort/cost, supporting better planning, communication, and governance across the PBS.

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